Investment Outlook – April 2024
INTRODUCTION We see an extended runway for economic growth now that inflation has been tamed. While central banks may not have reached...
Investment Team
Eileen Riley and Lee Rosenbaum have managed the investment strategy behind the Loomis Sayles Global Equity Fund since 2013. They’re supported by a team of analysts and a solid foundation of interconnected firm-wide resources, enabling them to leverage extensive research capabilities across equity and debt. Collaboration helps ensure capital flows to the team’s best ideas.
Aligned in Philosophy & Process
The team behind the Loomis Sayles Global Equity Fund are dedicated to a shared investment philosophy and process.
Watch this video with Portfolio Managers Eileen Riley and Lee Rosenbaum to find out more
Eileen Riley, CFA
Vice-President and Portfolio Manager
Eileen Riley is a Vice-President of Loomis Sayles and Portfolio Manager for the Loomis Sayles Global Equity Fund. She began her investment career at Loomis Sayles in 1998 as a member of the international equity team. After pursuing her MBA, Eileen returned to Loomis Sayles as a senior global equity analyst covering the consumer and technology services sectors for the central research group. She later joined the global equity team as a dedicated product analyst, and was promoted to portfolio manager in 2013. Eileen earned a BA with honours from Amherst College and an MBA from Harvard Business School. She is a member of the CFA Society Boston. Eileen has twice been named one of Citywire’s top 20 female portfolio managers in the US (2018, 2019).
Lee Rosenbaum
Vice-President and Portfolio Manager
Lee Rosenbaum is a Vice-President of Loomis Sayles and Portfolio Manager for the Loomis Sayles Global Equity Fund. He joined Loomis Sayles in 2008 as a senior global equity analyst covering the industrial, materials and financial services sectors. Lee later joined the global equity team as a product analyst. He was promoted to portfolio manager in 2013. He previously covered the financial services sector for Putnam Investments. Lee earned a BS with honours in civil engineering from the United States Coast Guard Academy, and an MBA from the Sloan School of Management at the Massachusetts Institute of Technology. Prior to graduate studies, he served in the United States Coast Guard.
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